Transcript Managing references : Mendeley Table of Contents  Why use a reference management software?  What is reference management software?  Mendeley features and functionality.

Managing references :
Mendeley
Table of Contents
 Why use a reference management
software?
 What is reference management software?
 Mendeley features and functionality
Typical researcher writing a paper…
Source: flickr/toennessen
Problem statement…
Your topic:
article
article
article
article
Your paper
citations
book
book
conference
conference
conference
paper
paper
paper
• Lots of typing
• Lost references
• Mistakes
reference list/bibliography
Use a reference management tool!
article
article
article
article
Your article
citations
book
book
conference
conference
paper
conference
paper
paper
EndNoteWeb
Mendeley
Etc.
reference list/bibliography
Reference management softwares
Tools that help scholars to create and manage
their lists of references for research projects.
Most tools are designed to organize citations into
specific formats for the preparation of
manuscripts and bibliographies.
Many search tools provide ways to download
references into reference management tools.
This is a comparison of selected
Reference management softwares.
What is Mendeley?
Mendeley is a free reference manager
and academic social network that can
help you organize your research,
collaborate with others online, and
discover the latest research.
Syncs Desktop & Web
applications
Desktop – a free academic software
to manage, share, read, annotate
and cite your research papers
Web - a research network to
manage your papers online,
discover research trends and
statistics, and to connect to likeminded researchers
This is the Web version of
Mendeley which is used to
manage your papers online.
Tabbed menu
or Resources
Main menu or
Function menu
My Library/
Collections
References
References
Collections
Filters
Desktop version of Mendeley
which is used to manage,
annotate and cite your research
papers.
Reference
details
The basic version of Mendeley Web is free
with 2 GB Personal Web Space and 500
MB Shared Web Space
You can also upgrade to their premium
plans with additional storage and features
for a fee.
To register and use Mendeley, go to the following address:
http://www.mendeley.com
From the Mendeley homepage, you will see the Sign up &
Download and Sign in box. Click on Sign up & Download to
Register.
You can also use your Facebook account to Sign in.
Mendeley will automatically
detect the operating system
that you are using.
Click Save so you can use
the file again if you decide
to install it in your other
computers or laptops.
If you decide to use your
Facebook account to Sign
in, you have to provide
your email and password.
To be able to share your profile and
make it searchable to all users of
Mendeley, you should verify your
account.
Open the email address that you use
during the sign up/registration.
Click on the URL or the link provided in the
email to verify your Mendeley account.
After clicking on the URL or link, you
will be sent to this page that verifies
your account.
Exercise 1
1. Open your preferred web browser (IE,
Firefox, Chrome, etc.)
2. Go to the website: www.mendeley.com
3. Sign up for an account
and download the Mendeley Desktop.
Creating your Mendeley Library
There are several ways:
• Add a PDF
• Add a folder of PDFs
• Drag and drop PDFs in Mendeley Desktop
• Import/export to and from other reference
management software
• Add reference manually
• Watch folders to automatically add PDFs to
Mendeley Desktop
• One-click Web Importer
• Search references within the Mendeley
website
Click Add Files, browse to the
location of the pdf then, click the
Open button.
This slide shows that the pdf has been added to
your library.
Mendeley will attempt to automatically detect the
document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Reference
details section for manual verification.
Click Add Folder, browse to the
location of the folder then, click the
Ok button.
This slide shows that all PDFs have been added
to your library. Two were added.
Mendeley will attempt to automatically detect the
document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Needs
Review section for manual verification.
Drag & drop PDFs here to
add them to your library.
Export and Import to and from other
reference management software
Add Entry manually lets you add
references to Mendeley Desktop by
completing a form.
Exercise 2
1. Log in to your Mendeley Web account then click
the Papers tab.
2. In the search box, search for the article:
The scientific foundation for tobacco harm
reduction, 2006-2011 by Brad Rodu
3. Save it to your library.
4. Open your Mendeley Desktop and click Sync.
The article should be displayed.
Exercise 3
1. In Mendeley Desktop, click File - Add Entry Manually.
2. Select Book and enter the following:
Title: Tuberculosis Control in the Western Pacific Region 2010 Report
Author: World Health Organization. Regional Office for the
Western Pacific
Publisher and publication date:
WHO Regional Office for the Western Pacific, 2011.
3. Click Save.
Exercise 4
1. Download the following article and save to
your desktop:
Multidrug-resistant tuberculosis today
by A Matteelli et al.
Click to get full text pdf
2. Drag and drop the pdf file in the Reference
section of your Mendeley Desktop.
3. Review the details of the article before clicking
the button - Details are Collect.
Exercise 5
1. Try to export any of your references from the
reference management software which you are
currently using (i.e., BibTeX, EndNote, RIS and
Zotero). Then Save it in your desktop.
2. In Mendeley Desktop, click File – Import –
[Choose the format of the exported file] and then
locate the file you exported then click Open.
Use Watch folders to automatically
add PDFs to Mendeley Desktop.
When you place a document in a
watched folder, it will be
automatically added to Mendeley.
Web Importer lets you import
references and documents from a
wide range of academic databases
with a single click.
In addition to this it lets you save a
snapshot of any webpage you are
viewing.
To install it, click Tools – Install Web
Importer.
Then follow the succeeding
instructions.
The Web Importer can import
documents from different sites
including PubMed.
In this example, we will use the
Web Importer to import documents
from PubMed.
We will do a search in PubMed,
then go to Favorites (IE) or
Bookmarks (Firefox & Chrome) and
click Save to Mendeley.
Click the “+” icon to choose
individual articles or click Save all
to save the entire list and the pdf (if
available) to your Mendeley Library.
The green check marks
indicates that the
references are saved in
your Mendeley Library.
To view it, click View in
Mendeley Desktop.
Exercise 6
1.
2.
3.
4.
5.
Install the Web Importer in your Mendeley Desktop by
clicking Tools – Install Web Importer and then follow the
succeeding instructions.
Go to PubMed and type: tobacco control 2012 in the
search box.
Click Favorites (IE) or Bookmarks (Firefox & Chrome)
and click Save to Mendeley.
Import the first 3 articles.
Click Sync to display the exported articles to your
Mendeley Desktop.
You can also search references
within the Mendeley website.
In Mendeley Web click the Papers
tab and perform a search.
Within the search results, just click
either Save PDF to library or Save
reference to library.
If you want to have access to your
PDFs from anywhere, activate the
file synchronization feature. By
enabling this feature you are able
to access your PDF files in your
Mendeley Web library.
Note: Always use the Sync in
Mendeley Desktop everytime you
use the Mendeley Web to add
references to your library.
Managing your documents and references
• Check duplicates and merge duplicate
author names, tags, or publications
• Documents can be marked read/unread
• Search as you type
• Annotate PDFs
• File Organizer
Occasionally when you are importing
references into Mendeley, they can become
duplicated. This often happens when
importing from completely different sources,
such as a paper using the web importer
bookmarklet, and then dragging a PDF of that
same reference into Mendeley.
You can find duplicates by selecting the Tools
menu, and clicking the Check for Duplicates
option.
Sets of duplicates will then be shown. Select a
set and review the metadata in the right hand
details pane. Any field which has a tick to the
left of it has no conflicts while un-checked
fields means 2 or more duplicates in the set
have conflicting data.
Click the Confirm Merge button to merge the
set.
Read
Documents can be marked read/unread.
When you add documents to Mendeley, they
are marked unread by a small green dot. If
you open them within the Mendeley PDF
viewer they will be marked read. Or simply
click on the green dot to toggle read/unread.
Unread
Favorites
You can mark your favorite documents (or
documents you keep want to track of) with the
star icon. Simply click to star, and click again
to un-star. All favorite documents will appear
in the Favorites Folder, so you can refer back
to them with one click.
All favorite documents will appear in the
Favorites Folder, so you can refer back to
them with one click.
Search as you type.
Smart search in documents highlights the
search term as you type, so you can find what
you're looking for quickly. Just type into the
search bar and watch Mendeley find matching
terms in the document.
Annotate PDFs.
You can add highlights and notes to
documents within Mendeley Desktop.
Open a PDF in Mendeley's PDF viewer by
clicking on the pdf icon.
Add highlights and notes by clicking on the
Highlight Text or Add Note buttons on the
menu.
Exercise 7
1. In your Mendeley Desktop, open the pdf of the
article: The scientific foundation for tobacco
harm reduction, 2006-2011.
2. Highlight the title of the article.
3. Add a Note in the article.
Mendeley's File
Organizer can
automatically rename
your PDFs and file
them in a clear folder
structure, making it
easier to find your files
outside of Mendeley.
You can find it here:
Tools - Options - File
Organizer tab
1
2
3
Citing references
• Word and OpenOffice plug-in
• How to cite references
• How to insert bibliography
To be able to cite a document,
generate a bibliography, or manually
edit any entry, you should install the
Word and OpenOffice plug-in first.
Go to Tools – Install MS Word Plugin.
The Mendeley Word & OpenOffice plug-ins integrate
Mendeley into these word processors. Once installed
you will have tool bar buttons that will allow you to cite a
document, generate a bibliography, or manually edit any
entry, saving you time and effort when you write.
The default citation style is the American Psychological
Association 6th Edition. You can select other citation style
in the drop down menu in your word processor.
This screenshot was taken using Word 2003.
This screenshot was taken using Word 2010.
Mendeley tool bar is located under the References tab.
To insert citation, put the cursor where you
want the citation inserted and then press
Alt+M or click the Insert Citation button.
Lastly, click Go To Mendeley button.
Select the citation, then click Cite.
Or you could just type keywords (i.e.,
author, title or year) in the search box
instead of clicking Go to Mendeley after
clicking Insert Citation.
Then, click the corresponding article to
insert the citation.
The citation has been inserted. Continue
adding all the citations in your paper.
To insert the bibliography, put the cursor
where you want the bibliography inserted.
Then click Insert Bibliography and all the
cited references will be added to your
paper.
Exercise 8
1.
Install the MS Word Plugin in your Mendeley Desktop by
clicking Tools – Install MS Word Plugin. Once installed
you will have a Mendeley tool bar.
2.
Open an article (or a sample article) in MS Word and
insert citation to it.
Add 3-5 citations to the article.
Insert the bibliography at the end of the article.
3.
4.
Sharing Documents and References
(cont.)
• How to create a group
• Adding members and documents
• Using groups
Groups are a simple way for you to
collaborate with your colleagues and
share a collection of documents. Any
member of a group may upload
documents to it. You can create a group
by clicking on Create Group in the left
hand pane.
Once you have clicked Create Group, a
dialog asking you to enter details of your
group will appear.
Sharing Documents and References
(cont.)
Three types of groups:
• Private – Share references and full-text files.
Only group members can see the group,
good for sharing in private.
• Invite-only – Share references only. Public
can follow the group only, good for sharing
references or reading lists.
• Open – Share references only. Public can
become a member or follow the group, good
for crowd sourcing reading lists.
In this example, we will create a private
group named Diabetes with group
description - Diabetes references and click
Create Group.
Then, we will invite people by supplying
their email address. This step can also be
skipped and done in another time.
A custom message is optional. Then click
Send Invites.
You will be brought to this page which
confirms that the Invites were sent and
that the group was created.
Click Continue to group.
You can view the documents of a group by
Once
you have tab.
created your group, you can add
going to the
Documents
members and documents to it.
To Add Documents, go to the group and click
To Invite Members
the group, go to the Members
on Add documents
in the toptobar.
tab. you can simply drag and drop
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people to join you on Mendeley by clicking on Invite.
The Overview tab shows a summary
of what has happened in your Group.
You can see updates on who has
joined, who said what, and which
papers have been added by whom.
You can also post status updates by
entering your update into the box at
the top of the overview section.
This is the end of Module 5.2
References
• Getting started with Mendeley. Available at:
http://www.mendeley.com/gettingstarted/
• Zotero Reference Management
Software. Available at:
http://www.who.int/entity/hinari/training/
Module_5_2_Zotero_Reference_Mana
gement_Software_2011_08.ppt
This module was developed by:
Mark Gil Bendo, MLIS
Assistant/Library
World Health Organization
Regional Office for the Western Pacific
Updated 201311